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Aptus Capital Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Aptus Capital Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.83M Buy
49,682
+5,535
+13% +$731K 0.05% 304
2026
Q1 		$4.99M Sell
44,147
-6,763
-13% -$813K 0.04% 339
2025
Q4 		$6.28M Buy
50,910
+1,300
+3% +$159K 0.04% 290
2025
Q3 		$5.99M Sell
49,610
-2,248
-4% -$259K 0.04% 297
2025
Q2 		$5.71M Sell
51,858
-1,740
-3% -$172K 0.05% 277
2025
Q1 		$4.98M Buy
53,598
+2,524
+5% +$254K 0.05% 278
2024
Q4 		$5.19M Buy
51,074
+4,889
+11% +$488K 0.05% 262
2024
Q3 		$4.42M Buy
46,185
+2,055
+5% +$190K 0.07% 223
2024
Q2 		$4.08M Sell
44,130
-6,205
-12% -$535K 0.07% 206
2024
Q1 		$4.25M Buy
50,335
+48,882
+3,364% +$3.93M 0.08% 197
2023
Q4 		$109K Sell
1,453
-15,712
-92% -$1.12M ﹤0.01% 608
2023
Q3 		$1.17M Buy
17,165
+12,443
+264% +$881K 0.03% 283
2023
Q2 		$333K Buy
4,722
+4
+0.1% +$264 0.01% 389
2023
Q1 		$301K Buy
+4,718
New +$288K 0.01% 392
2022
Q1 		– Sell
-16
Closed -$1K – 707
2021
Q4 		$1K Hold
16
– – ﹤0.01% 548
2021
Q3 		$1K Buy
+16
New +$1.22K ﹤0.01% 527
2021
Q1 		– Sell
-53
Closed -$3K – 538
2020
Q4 		$3K Sell
53
-3
-5% -$182 ﹤0.01% 452
2020
Q3 		$3K Sell
56
-52
-48% -$2.94K ﹤0.01% 444
2020
Q2 		$5K Sell
108
-180
-63% -$8.63K ﹤0.01% 386
2020
Q1 		$11K Sell
288
-36
-11% -$1.7K ﹤0.01% 360
2019
Q4 		$15K Buy
324
+184
+131% +$8.53K ﹤0.01% 446
2019
Q3 		$6K Buy
+140
New +$6.33K ﹤0.01% 449

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Aptus Capital Advisors's IVW Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 13% in Q2 2026, buying an estimated $731K and bringing the position to 49,682 shares worth $6.83M. The position accounts for 0.05% of the portfolio, ranked #304.

Aptus Capital Advisors first reported a position in IVW in Q3 2019 and has held it in 22 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Aptus Capital Advisors held 49,682 shares of iShares S&P 500 Growth ETF worth $6.83M as of Q2 2026.
  • Aptus Capital Advisors bought 5,535 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $731K.
  • iShares S&P 500 Growth ETF made up 0.05% of Aptus Capital Advisors's portfolio in Q2 2026, its #304 holding.
  • Aptus Capital Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 22 quarters since.
  • 2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.